UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175B
AUM Growth
-$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,663
New
Increased
Reduced
Closed

Top Buys

1
+$292M
2
+$230M
3
+$141M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$138M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$134M

Top Sells

1
+$567M
2
+$539M
3
+$331M
4
TSLA icon
Tesla
TSLA
+$322M
5
AMZN icon
Amazon
AMZN
+$269M

Sector Composition

1 Technology 14.17%
2 Financials 8.68%
3 Healthcare 8.49%
4 Consumer Discretionary 6.5%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
$1.87M ﹤0.01%
89,852
+87,295
2402
$1.86M ﹤0.01%
111,525
+1,313
2403
$1.86M ﹤0.01%
67,908
+1,191
2404
$1.86M ﹤0.01%
16,967
-82,862
2405
$1.86M ﹤0.01%
49,472
-4,334
2406
$1.85M ﹤0.01%
68,860
+25,577
2407
$1.85M ﹤0.01%
273,676
+1,032
2408
$1.84M ﹤0.01%
43,301
+6,257
2409
$1.84M ﹤0.01%
188,091
+50
2410
$1.84M ﹤0.01%
25,615
-2,061
2411
$1.83M ﹤0.01%
60,524
-5,103
2412
$1.83M ﹤0.01%
247,321
+115,792
2413
$1.83M ﹤0.01%
65,294
+27,416
2414
$1.83M ﹤0.01%
111,386
-232,355
2415
$1.83M ﹤0.01%
39,639
+4,167
2416
$1.83M ﹤0.01%
30,740
-13,557
2417
$1.83M ﹤0.01%
58,385
+56,104
2418
$1.83M ﹤0.01%
66,333
-10,296
2419
$1.82M ﹤0.01%
43,731
+4,413
2420
$1.82M ﹤0.01%
52,569
+6,327
2421
$1.82M ﹤0.01%
86,782
+15,642
2422
$1.82M ﹤0.01%
2,745,709
-26,157
2423
$1.81M ﹤0.01%
59,318
+8,185
2424
$1.81M ﹤0.01%
378,155
+374,761
2425
$1.81M ﹤0.01%
+39,600
95 96
97
98 99